Catherine Heath - Financial Advisor, Ameriprise Financial Services, LLC
1130 Iron Point Road, Folsom, CA 95630
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 1:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Catherine Heath is a Financial Advisor at Ameriprise Financial Services, LLC located at 1130 Iron Point Road, Folsom, California, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Catherine Heath is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She has expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. With a strong commitment to ethics and ongoing education, Catherine Heath is a trusted advisor in the field of finance."
Reviews
"Catherine Heath has been my advisor for years. She brings a breadth of knowledge and experience that helps me understand my financial situation and how to plan for the future. With Catherine's help I feel very secure in having a comprehensive approach to my current finances and that I have prepared appropriately for taxes, long term care, estate planning, retirement accounts and more. She makes sure that I understand the impacts of decisions and changes in the marketplace. Catherine is someone I trust and can count on."
"If you are looking for someone to help you navigate your future retirement and investments, Catherine is the person I can recommend whole heartedly! She speaks finance for the common person to understand. She is comfortable to talk to and listens and helps you define your needs and wants. Simply the best."
"Catherine has been my financial advisor for years and I'm so grateful for her! Not only is she very knowledgeable about wealth planning but she is very compassionate. She explains the best options available, and gives me a clear understanding of where my money is being invested. We meet annually and Catherine also cares about how I'm doing personally in life. Catherine is a rare gem!"
"Catherine Dudley is a very experienced, certified Financial Planner. In addition she is very caring about her clients situations and wants the best for them by helping them to meet their life financial goals and objectives. I highly recommend her!"
"Catherine Dudley is a full service Financial Planner. What I like most about her is that she is also a business owner, and understands the financial/retirement concerns of individuals who are business owners. Whether retirement is years away or coming up soon, she can help navigate through the many issues that arise. Furthermore, she is very down to earth and personable. I give her my highest recommendation!"
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